Call: (08) 9265 7722 or
Email: [email protected]
Address: Level 6, 556 Wellington Street
PERTH WA 6000
Make an enquiry or call us and one of our financial planners will contact you to arrange an appointment.
Senior Manager Financial Planning
Joined P&N Financial Planning in Feb 2008 as the Manager of Financial Planning and is a Responsible Manager on the AFSL.
Cliff holds the Advanced Diploma of Financial Services (Financial Planning)
Get in touch: Email Cliff or call 0448 979 192 or 9265 7764.
Karen commenced with AMP in the mid 80's and quickly joined their advisor team. Since then Karen has worked in advice and management roles with a number of Australia’s major financial planning organisations. She took a break from the industry for five years, then returned to manage a boutique financial planning business here in Perth before returning to a financial planning role. Karen has been with P&N Financial Planning for over 10 years.
Karen currently holds a Masters Degree in Financial Planning.
Get in touch: Email Karen or call 0488 914 278 or 9265 7722.
Nick has worked in a wide range of roles including investment management, administration and financial planning. He has a wealth of experience in helping members achieve their financial goals by listening closely to their needs and helping them achieve their goals at different stages in life.
Nick currently holds a Diploma of Financial Advising from the Securities Institute of Australia.
Get in touch: Email Nick or call 0411 344 283 or 9265 7722.
Fellow Charter Financial Practitioner (FChFP)
Grant joined P&N Financial Planning in February 2017 having spent 10 years in the Financial Planning industry with some of Australia's largest financial service organisations. Grant brings a wealth of knowledge and experience to his role in helping members and their families to accumulate and preserve wealth.
Grant is a Fellow Charter Financial Practitioner (FChFP) and a Member of the Association of Financial Advisers (AFA). He holds a Bachelor of Business from Edith Cowan University, Graduate Diploma in Applied Finance & Investment and the Advanced Diploma of Financial Services (Financial Planning).
Get in touch: Email Grant or call 9265 7722.
Bruce brings considerable experience and knowledge to the Financial Planning team having held previous roles as a Relationship Financial Planner with ANZ Retail and Business Banking. He is focused on providing the best quality service and advice to our clients, ensuring their financial needs are realised. Bruce has been with P&N Financial Planning for over 8 years.
Bruce currently holds a Bachelor of Business majoring in Financial Management and Economics and an Advanced Diploma in Financial Services (Financial Planning).
Get in touch: Email Bruce or call 9265 7722.
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